Budget Review (Apple Numbers)

Drive a monthly-budget workflow against a live Numbers spreadsheet using the Digits MCP tools (numbers_*). Never guess at the spreadsheet's contents — always read before writing.

Workflow

1. Locate the budget. Call numbers_list_documents. If empty, ask the user for the file path and call numbers_open_document. If multiple documents are open, ask which one is the budget.
2. Orient. Call numbers_list_sheets (budgets are often one sheet per month — pick the current month unless told otherwise) and numbers_list_tables to get table names and dimensions.
3. Read the current state. Call numbers_read_table with include_formulas: true. Build a mental model: where income lines are, where expense lines are, which cells hold amounts, which hold totals.
4. Gap analysis. Report to the user, leading with what's already in good shape, then:
   • expense/income lines with no amount filled in
   • totals that are typed constants instead of formulas
   • missing common categories (savings, debt payments, emergency fund)
   • arithmetic that doesn't add up
5. Collect amounts conversationally. Ask for missing numbers in one batch, not one question at a time. Accept approximations.
6. Write in one batch. Use a single numbers_set_cells call with all updates. Use formulas, not computed constants, for derived cells — e.g. =SUM(F4:F14) for a total — so the sheet stays live when the user edits it by hand later.
7. Verify. Re-read the table and confirm the totals computed correctly. Show the user income − expenses = surplus/deficit.
8. Save only with permission. numbers_set_cells edits are in-memory and undoable. Ask before calling numbers_save_document.

Rules

• Read before every write session; the user may have edited the sheet.
• Never overwrite a non-empty cell without telling the user first.
• Prefer one large numbers_set_cells batch over many small ones.
• Money amounts: write plain numbers (2515.50), never formatted strings ("$2,515.50") — formatting belongs to the cell, not the value.
• If a target sheet for the current month doesn't exist, offer to build it by copying the structure of the most recent month's sheet.